Personal Tax Assistant Manager or Manager - Bristol

Howells Consulting Ltd; Bristol; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading Private Client firm in Bristol is seeking a personal tax adviser at Assistant Manager or Manager grade. You will manage a portfolio of high net worth clients and handle their personal tax compliance. A CTA qualification is required. The role offers hybrid working options, an agile culture, and the potential for career progression. Salary ranges from £45,000 to £60,000 depending on experience.

Benefits

Hybrid working 2-3 days a week

Career progression opportunities

Agile working culture

Qualifications

• Experience of advising HNWIs on income tax, CGT and IHT.
• Knowledge of trusts is helpful.
• Experience advising UK resident non-domiciles.

Responsibilities

• Manage a portfolio of private clients.
• Handle annual personal tax compliance.
• Assist with ad hoc capital taxes planning.

Skills

Excellent communication

Client relationship management

Education

CTA qualification

Job description

Take your career to the next level with one of Bristol's leading Private Client teams.

Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.

Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Assistant Manager or Manager grade.

With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.

Very much a client-facing role, the individual will require excellent communication and client relationship management skills.

The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.

In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.

Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.

Salary dependent on experience and grade (AM or Manager entry) but in the region £45,000 - £60,000.

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